BING Gallardo signed Samuelsen, Gonzalez, Valenzuela & Brown LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samuelsen, Gonzalez, Valenzuela & Brown LLP's EIN is 95-3532774.
Download the official 2024 Form 5500 (PDF) for Samuelsen, Gonzalez, Valenzuela & Brown LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samuelsen, Gonzalez, Valenzuela & Brown LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 | — | ADVISOR | $20K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
